David Mikelson
Business Development Assistant at Paradigm Financial Group, Inc. - Chester Springs, PA, US
David Mikelson's Colleagues at Paradigm Financial Group, Inc.
David Mikelson's Contact Details
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West Chester,Pennsylvania,United States
Paradigm Financial Group, Inc.
David Mikelson's Company Details
Paradigm Financial Group, Inc. (PFGI) is a full service Financial Planning Firm dedicated to creating flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement, and avoid unnecessary risk. Founded as a joint venture in 2018 by Partners Dave Kozak, John Lennon and Matt McCarter, PFGI has redefined the financial planning firm. Their tag line, "Redefining Wealth," is their goal. With a combined 60 year of experience in planning arena they have the expertise to guide you through all of the financial challenges of life. PFGI is growing rapidly as demand for their organic and highly-customized plans has skyrocketed. Their commitment to customer service has forced Managing Partners, Dave Kozak and John Lennon to cap new client acquisition. Their customer service goal is to never outgrow their ability to fully service and satisfy each client.